Job Description
What is the opportunity?We have an exciting opportunity for an Associate, Wealth Management to join the team in our Manchester office.The Wealth Associate will be responsible for providing support and assistance to our advisers and clients, while working under the guidance of our senior advisers.What will you do?The Associate Wealth Management plays a key support role within the Wealth Management team, working closely with Senior Advisers to delivery high- quality, personalised service to clients. The role combines client liaison, technical administration, meeting preparation and operational support, alongside elements of executive assistance and event coordination and management.This is a client facing, detail-oriented position requiring excellent organisational skills, discretion and a strong service mindset. It is well suited to someone looking to develop a long-term career in wealth management. Client Support & Liaison:
1. Act as a key point of contact for clients, handling day to say queries in a professional and timely manner
2. Build strong working relationships with clients, advisers and internal stakeholders
3. Support client onboarding, ongoing servicing, and ad hoc client requests
Adviser & Executive Support
4. Provider day to day support to Senior Advisers, including diary management, correspondence and document preparation
5. Coordinate internal communication and follow ups on behalf of advisers
Meeting Preparation & Follow Up
6. Prepare client meeting packs, valuations, reports and presentation materials
7. Attend meetings where appropriate and record actions and outcomes
8. Ensure all post meeting actions are followed up accurately and within agreed timeframes
Actioning Advice & Administration
9. Implement advice as instructed by Senior Advisers, ensuring accuracy and compliance with internal procedures
10. Liaise with internal teams, platforms, and third parties to process instructions efficiently
11. Maintain accurate and up to date client records and documentation
Event Management
12. Support the planning, organisation and delivery of client events and seminars
13. Manage invitations, logistics, attendee communications, and post-event follow up
14. Assist with wider marketing or client engagement initiatives as required
Skills & ExperienceEssential
15. Strong organisational and time management skills, with excellent attention to detail
16. Confident communicator with a professional and client-focused approach
17. Ability to manage multiple priorities and work calmly under pressure
18. High level of discretion and professionalism when handling sensitive information
19. Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
Desirable
20. Experience in wealth management, financial services, or a professional services environment
21. Knowledge of investment products and advice processes
22. Working towards, or interest in, relevant professional qualifications
23. Experience supporting senior stakeholders or client-facing professionals
Personal Attributes
24. Proactive, reliable, and solutions-focused
25. Strong interpersonal skills and a collaborative mindset
26. Comfortable taking ownership and seeing tasks through to completion
27. Keen to learn and develop within a wealth management environment
What is in it for you?We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
28. Leaders who support your development through coaching and managing opportunities.
29. Opportunities to work with the best in the field.
30. Ability to make a difference and lasting impact.
31. Work in a dynamic, collaborative, progressive, and high-performing team.
Agency Notice RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.#RBCBDJob SkillsCustomer Service Management, Interpersonal Relationship Management, Office Tools, Product Knowledge, Product Services, Sales, Sales Activities, Sales Support, Sales Systems, TeamworkAdditional Job Details
Address:
1 THE AVENUE SPINNINGFIELDS SQUARE:MANCHESTER
City:
Manchester
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Contract (Fixed Term)
Pay Type:
Salaried
Posted Date:
2026-02-10
Application Deadline:
2026-04-06Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.